How investment advice can help your money grow

Moneyfarm provides a unique blend of regulated investment advice and discretionary management to give you the freedom and financial confidence to focus on the important things in life.

We use our own world-class algorithms and the irreplaceable expertise from our asset allocation team to give your money the best chance to grow – whether you’re investing in a Moneyfarm Pension, ISA or General Investment Account.

Why you should count on Moneyfarm’s investment advice

Investments that reflect you

We guarantee you’ll always be invested in a portfolio that’s suitable for you for as long as you invest with us. You can always trust that our experts have your best interests at heart.

Keep more of your money

We keep costs down so you can keep more money invested and maximise your returns. The more of your money you keep, the quicker you can reach your goals – then everyone’s happy.

Regulated investment advice

Investment advice plays a crucial role in financial planning, which is why Moneyfarm is regulated to provide it. We’re stricter on ourselves in order to provide a better quality service.

Transparent investments

Our Advice Centre makes it easier for you to understand your investor profile and risk appetite, so you can trust your portfolio’s built in the right way to help you reach your goals.

How our investment advice works

We provide you with investment advice for as long as you invest with us. No extra cost, just the promise that you’ll always be invested in a portfolio that’s suitable for your goals.

Match with an investor profile

After completing a questionnaire, we match you to an investor profile based on your personality, financial background, and appetite for risk. This acts like your investor DNA and influences what goes into your investment portfolio.

Investments that reflect you

We match you to a portfolio that’s built by our team of portfolio managers to reflect your investor profile, the amount you’ve invested compared to your current wealth, and your time horizon.

The Moneyfarm Advice Centre

The Moneyfarm Advice Centre makes it even easier to understand the investment advice you’ve been given, and see how this influences your investments.

As part of the Moneyfarm advice offering, our suitability algorithm runs every time you make an update, or every month, whichever comes first. You can then edit your portfolio settings every six months, or your investor profile once a year, at no extra cost.

If any of the adjustments lead to us recommending a different portfolio, you’ll be asked to accept the new changes, so your investment portfolio is always in the best position to give your money the chance to grow.

Talk to an Investment Consultant

Whether you want to talk through recent events on the financial markets, your portfolio performance, or just need some reassurance, our investment consultants are on hand to talk you through every part of your investment journey.

You’ll love our Investment Consultants, who are here to talk you through your portfolio performance in the way that’s right for you.

General Investment

Stocks & Shares ISA

A tax-efficient way to invest, so you keep more of your money and get one step closer to your goals. The Moneyfarm ISA is flexible, transparent and low-cost. You’ll love how easy it is to transfer your ISA.

By making an investment, your capital is at risk. The value of your Moneyfarm investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance. The tax treatment of a Moneyfarm Stocks and Shares ISA and a Moneyfarm Pension depends on your individual circumstances and may be subject to change in the future. You should seek financial advice if you are unsure about investing.